---
title: "Hot Trades in Hong Kong Stocks (8.4)｜ Semiconductor and Gold Stocks Perform Strongly, Innoscience Surges Over 25%"
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/32567731.md"
description: "Safe-haven gold and domestic semiconductors rise as dual main themes! Comprehensive analysis of the two hot sectors in Hong Kong stocks"
datetime: "2025-08-04T06:58:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/32567731.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/32567731.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/32567731.md)
author: "[热点君](https://longbridge.com/zh-CN/profiles/1450684.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/32567731.md) | [繁體中文](https://longbridge.com/zh-HK/topics/32567731.md)


# Hot Trades in Hong Kong Stocks (8.4)｜ Semiconductor and Gold Stocks Perform Strongly, Innoscience Surges Over 25%

August 4Hot trading industry trends and related Hong Kong stocks:

① Gold sector:

**Gold stocks** surged across the board, with Shandong Gold and Chifeng Gold rising over 9%.

Key drivers:

1.  **Increased expectations of Fed rate cuts**: Last Friday's U.S. non-farm payroll data or other key economic indicators showed signs of slowing U.S. economic growth, significantly boosting market expectations for a Fed rate cut in September or within the year.
2.  **Rising geopolitical risks**: Tensions in the Middle East have increased demand for safe-haven assets, with gold seeing inflows as a traditional defensive asset.
3.  **Solid long-term support**: The global central bank gold-buying trend remains unchanged, providing long-term support for gold prices.

Related Hong Kong stocks:

$CHIFENG GOLD(06693.HK)

$CHINAGOLDINTL(02099.HK)

$SD GOLD(01787.HK)

$ZHAOJIN MINING(01818.HK)

$TONGGUAN GOLD(00340.HK)

$ZIJIN MINING(02899.HK)

$CHI SILVER GP(00815.HK)

② Semiconductor sector

The semiconductor sector ended its previous adjustment phase and rebounded significantly.$INNOSCIENCE(02577.HK) **became the focal catalyst today,** as the company recently partnered with global AI leader $NVIDIA(NVDA.US) to jointly promote the large-scale adoption of 800 VDC (800-volt direct current) power architecture in AI data centers.

**Key drivers:**

1.  **Strong domestic policy support expectations:** Frequent policy incentives, accelerating the localization of AI computing chips.
2.  **Signs of industry bottoming out:** After a prolonged inventory reduction cycle in the global semiconductor industry, some segments (such as memory and certain analog chips related to consumer electronics) are showing signs of bottoming out.
3.  **Valuation recovery demand:** Hong Kong-listed semiconductor stocks are relatively undervalued, with policy tailwinds and industry recovery expectations driving technical rebounds and valuation repairs.

Related Hong Kong stocks

$INNOSCIENCE(02577.HK)

$SMIC(00981.HK)

$HUA HONG SEMI(01347.HK)

$SHANGHAI FUDAN(01385.HK)

$CE HUADA TECH(00085.HK)

### 相关股票

- [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [Semiconductor (CP00062.US)](https://longbridge.com/zh-CN/quote/CP00062.US.md)
- [INNOSCIENCE (02577.HK)](https://longbridge.com/zh-CN/quote/02577.HK.md)
- [Direxion Semicon Bear 3X (SOXS.US)](https://longbridge.com/zh-CN/quote/SOXS.US.md)
- [CHINAGOLDINTL (02099.HK)](https://longbridge.com/zh-CN/quote/02099.HK.md)
- [TONGGUAN GOLD (00340.HK)](https://longbridge.com/zh-CN/quote/00340.HK.md)
- [ZIJIN MINING (02899.HK)](https://longbridge.com/zh-CN/quote/02899.HK.md)
- [Zijin Mining (601899.CN)](https://longbridge.com/zh-CN/quote/601899.CN.md)
- [CHI SILVER GP (00815.HK)](https://longbridge.com/zh-CN/quote/00815.HK.md)
- [SMIC (00981.HK)](https://longbridge.com/zh-CN/quote/00981.HK.md)
- [SMIC HK SDR 5to1 (HSMD.SG)](https://longbridge.com/zh-CN/quote/HSMD.SG.md)
- [SMIC (688981.CN)](https://longbridge.com/zh-CN/quote/688981.CN.md)
- [CHIFENG GOLD (06693.HK)](https://longbridge.com/zh-CN/quote/06693.HK.md)
- [CHIFENG GOLD (600988.CN)](https://longbridge.com/zh-CN/quote/600988.CN.md)
- [SD GOLD (01787.HK)](https://longbridge.com/zh-CN/quote/01787.HK.md)
- [SD-GOLD (600547.CN)](https://longbridge.com/zh-CN/quote/600547.CN.md)
- [ZHAOJIN MINING (01818.HK)](https://longbridge.com/zh-CN/quote/01818.HK.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [HUA HONG SEMI (01347.HK)](https://longbridge.com/zh-CN/quote/01347.HK.md)
- [Hua Hong (688347.CN)](https://longbridge.com/zh-CN/quote/688347.CN.md)

## 评论 (1)

- **华尔街的幽灵 · 2025-08-04T10:17:30.000Z**: 20% tax